See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,633 | $214,378+57.5% | $200,582+68.3% | $142,382+137.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.85% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,282 | $6,841-52.0% | $6,419-48.9% | $4,299-23.7% |
| Participant deferral / active EE | $13,167 | $9,865+33.5% | $9,331+41.1% | $6,507+102.3% |
| Admin fee / account holder | $6,125 | $17,692-65.4% | $16,305-62.4% | $12,624-51.5% |